Beta Registration Live

Institutional Research. Built for You.

APEX is an AI-powered investment research platform that generates on-demand equity reports, tracks your portfolio, monitors the macro cycle, and surfaces signals from your newsletters — in a single, browser-based dashboard.

Free 24h trial on launch  ·  Browser-based

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What You Get

Everything in one place.

Shortlist Management

Curate your highest-conviction stock picks and ideas with live prices, key figures, fair value estimates and AI-based recommendations in one focused view.

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Shortlist Management screenshot

AI Equity Research Reports

Generate on-demand, in-depth, structured reports in 2 minutes — investment thesis, DCF & other valuations, risk factors, catalysts, and personalized investment fit.

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AI Equity Research Reports screenshot

Stock Viewer

Explore live stock charts, financial and business data, short-interest, insider transactions, wall street analyst consensus, and current news in one panel.

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Stock Viewer screenshot

Key Sector Overview & Insights

Evaluate and filter current and historical market performance across prominent sectors, and gain insight into leading companies within each sector.

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Sector Overview screenshot

Macro Data, World News & Earnings

Understand current yield curves, FX, commodities, global news feed, upcoming earnings and an estimated fear & greed index — all in one tab.

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Macro Data, World News & Earnings screenshot

Recession Radar & Fear & Greed

Track 11 macro signals, merged into one composite score across 5 regimes, to understand recession risks and market sentiment.

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Recession Radar screenshot

Portfolio Tracking & AI Analysis

Monitor your portfolio performance and understand sector allocation, value history chart, and challenge via critical AI-based portfolio analysis.

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Portfolio Tracking & AI Analysis screenshot

Plug & Play DCF Analyzer

Build comprehensive DCF models with adjustable inputs (i.e. WACC/terminal growth) and leverage AI commentary on key value drivers in under 30 seconds.

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DCF Analyzer screenshot

Trend-Based Company Finder

Research trends, filter by various performance metrics and geolocation, and uncover associated stocks enriched with live financial data.

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Trend-Based Company Finder screenshot

Trend Intelligence

Under development

Vertical and horizontal trend analysis to identify key market movements and investment opportunities, across supply-chains and sectors.

How It Works

Three steps to
institutional insight.

01 — Sign Up
Start your free 24h trial

No credit card. Browser-based. All 10 feature tabs unlocked immediately — nothing gated.

02 — Explore
Configure your watchlist

Add your stocks. Live prices, sector data, macro signals, recession radar, and portfolio tracking — all in one place.

03 — Research
Generate your AI report

9-section institutional research, grounded in live data from four independent sources. Delivered in under 2 minutes.

10
Tools
<2m
Per Report
4
Data Sources
9
Report Sections
APEX AI Equity Report · Sample
AAPL · Apple Inc.
NASDAQ · Generated today · $187.42
STRONG BUY
Price target $248 · Moderate risk
Thesis + Catalysts
Investment case + 4 near & mid-term drivers
Financials + DCF
3yr tables, valuation model, peer multiples
P/E Fwd
28.4×
Rev Growth
+7.8%
EPS Fwd
$7.33
FCF Yield
3.6%
Price Scenarios
Bear
$158
Base ★
$248
Bull
$310
Analyst Consensus
18 Buy 7 Hold 3 Sell
$241
mean target
Key Risks
China revenue exposure (~18% of total sales)
iPhone upgrade cycle maturation in key markets
Personalised Investment Fit
Calibrated to your investor type, time horizon, and risk appetite.
4/5
fit score
Claude Sonnet 4.6 · Yahoo Finance · Finnhub · Perplexity
Generated in 1m 47s
Sample output · Results vary by ticker and market conditions APEX Research Engine
Enabling Technology

Powered by
Claude AI.

Reports aren't generated from headlines. APEX pulls real financial data from four independent sources and layers Claude AI reasoning on top — producing structured, readable research tailored to your specific investor profile.

Personalised investment fit per report — calibrated to your risk profile and time horizon
Full DCF model with WACC & terminal growth sensitivity — valuation in under a minute
Structured research — not chatbot output. 9 sections, every report, every ticker.
Catalyst identification, risk extraction, and analyst consensus — enriched by live web research
Self-hosted on your machine — your portfolio data never leaves your device
Live Data Sources
Yahoo Finance
Finnhub
Perplexity
FRED
Data Inputs
Yahoo Finance
Finnhub
Perplexity
FRED
Claude Sonnet 4.6
Thesis Generation
DCF Modelling
Risk Extraction
Investor Fit
Recession Signals
Trend Discovery
Outputs
AI Report
9-section equity research
DCF Analysis
Valuation + sensitivity
Portfolio AI
Position & allocation
Macro Radar
11-signal recession risk
Prompt Architecture
↳ Claude Sonnet 4.6 layer
Chain-of-Thought
Explicit step-by-step reasoning before each section — conclusions are always earned, never assumed.
JSON Schema Output
Every response typed against a strict schema — hallucinated or missing fields are structurally impossible.
Section Templates
Each of the 9 report sections has its own purpose-built prompt with domain-specific guidance baked in.
Output Validation
Markdown stripped, JSON parsed and validated server-side — broken responses never reach the UI.
Persona Calibration
Risk profile, time horizon, and investor type injected into every prompt — every analysis is uniquely yours.
Pricing

Simple, transparent tiers.

Free Trial
€0 / 24h
No credit card. Full platform access for 24 hours.
  • 3 AI research reports
  • All 10 dashboard tabs
  • Live prices & charts
  • Portfolio tracker
  • Recession Radar
Start Free Trial
Most Popular
Starter
€12.99 / mo
No setup required
  • 10 reports / month
  • All 10 dashboard tabs
  • Newsletter ingestion
  • Portfolio AI analysis
  • DCF valuation model
  • No API key setup
Join Beta →
Pro
€29.99 / mo
BYOK optional for unlimited
  • 30 reports / month
  • All 10 dashboard tabs
  • Newsletter ingestion
  • Portfolio AI analysis
  • DCF valuation model
  • No API key setup
Join Beta →
Need more reports? Buy extra from €0.99 — credits never expire.  ·  * Annual plans save 2 months vs monthly.
Beta Live

Research like an institution.
Act like a founder.

AI equity reports in under 2 minutes
Personalised investment fit scoring
10 research tools, one platform
Free 24h trial · No lock-in
Request early access

Browser-based · No credit card required

Screenshot coming soon